We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
VM
4051
Venator Management
Pennsylvania
$416M -$27.8M -6% 10.2% 101% 31 22.58% 2.6
Howard Hughes Medical Institute
4052
Howard Hughes Medical Institute
Maryland
$416M +$241M +138% 7.04% 70.9% 503 94.43% 0.7
Syverson Strege & Co
4053
Syverson Strege & Co
Iowa
$416M -$6.93M -2% 0.56% 74% 177 10.73% 1.9
InceptionR
4054
InceptionR
California
$415M +$55M +15% 1.35% 62.9% 951 74.13% 0.3
Retirement Management Systems
4055
Retirement Management Systems
Maryland
$415M +$24.2M +6% 0.62% – 58 18.97% 0.2
SCMS
4056
Serenity Capital Management (Singapore)
Singapore
$414M +$37.6M +10% 1.9% 21% 10 10% 1.1
Strategic Investment Solutions
4057
Strategic Investment Solutions
Illinois
$414M -$1.89M -0.5% 0.08% – 736 17.93% 1.8
Milestone Investment Advisors
4058
Milestone Investment Advisors
Wisconsin
$414M +$919K +0.2% 2.06% 56.9% 142 8.45% 2.5
Kelly Financial Services
4059
Kelly Financial Services
Massachusetts
$414M +$14.9M +4% 1.13% 64.3% 142 23.24% 3.2
Sequent Planning
4060
Sequent Planning
Nebraska
$414M +$20.7M +5% 1.13% – 253 15.02% 1.1
Square Wave Capital
4061
Square Wave Capital
New York
$413M -$16.8M -4% 8.24% – 14 50% 0.5
Watchman Group
4062
Watchman Group
Texas
$413M -$5.67M -1% 1.06% 54% 77 5.19% 3.7
Outlook Wealth Advisors
4063
Outlook Wealth Advisors
Texas
$413M -$29.1M -7% 0.62% 76% 335 18.51% 2.2
Varenne Capital Partners
4064
Varenne Capital Partners
France
$413M -$108M -21% 0.61% 212% 39 56.41% 0.4
LCM
4065
Lionstone Capital Management
New York
$413M -$19.6M -5% 4.33% 74.1% 12 0% 5.2
Centennial Wealth Advisory
4066
Centennial Wealth Advisory
Michigan
$413M +$34.9M +9% 0.19% 63% 182 20.88% 2.2
Channel Wealth
4067
Channel Wealth
California
$413M +$17.8M +5% 3.59% 68.1% 190 17.89% 2
Timber Creek Capital Management
4068
Timber Creek Capital Management
Massachusetts
$412M -$18M -4% 1.49% 139% 82 7.32% 6.1
Standpoint Asset Management
4069
Standpoint Asset Management
Arizona
$412M -$25.4M -6% 2.26% 71.9% 8 0% 3.3
Q3 Asset Management
4070
Q3 Asset Management
Michigan
$412M -$24.8M -6% 1.45% 105% 96 68.75% 0.4
PTB
4071
Pioneer Trust Bank
Oregon
$412M -$18.9M -4% 3.84% 75.7% 86 15.12% 7.8
Cincinnati Specialty Underwriters Insurance
4072
Cincinnati Specialty Underwriters Insurance
Ohio
$412M -$21.8M -5% 2.87% 137% 47 21.28% 7
Hill Island Financial
4073
Hill Island Financial
Michigan
$412M -$6.28M -2% 1.3% 78.3% 87 11.49% 2.1
Sollinda Capital Management
4074
Sollinda Capital Management
Florida
$412M +$20M +5% 0.64% 37.4% 88 29.55% 1.5
G2 Capital Management
4075
G2 Capital Management
Ohio
$411M -$3.42M -0.8% 3.19% 55.1% 75 8% 2.6